Enhanced Certified
Financial Counselor Program

in partnership with

The Louisiana Credit Union League is excited to offer your league/association the opportunity to provide your Certified Financial Counseling candidates an enhanced learning experience with online content specifically designed to elevate America’s Credit Union’s FiCEP program.

In an effort to assist other state leagues and foundations who would like to offer the Enhanced Certified Financial Counselor Program, we are excited to offer the following package options:

Package Options:

PremiumPartner
Full Portal Access✓✓
Unique student login✓✓
Student progress reports✓✓
Individual portal branding✓
Autonomous program timing✓
2- Branded exam prep sessions w/ 3 minute League spotlight✓
Shared portal branding & shared exam prep sessions✓
Up to 2 LCUL-facilitated programs✓
2 shared exam prep sessions✓
Student registration with America’s Credit UnionsMaintained by youMaintained by LCUL

Portal Includes:

  • Eight tutorial webinars (archived to recap and highlight course material)
  • Eight knowledge checks
  • Pre-recorded exam study guide
  • Links to virtual exam prep sessions
  • Dedicated email [email protected] for student questions to the instructor
  • Resource materials including counseling conversation starters, spending plans, program decision guide, progress tracking methods and more

Optional Add-On

  • Next Steps Training Day: An instructor-led half- or whole-day training day which includes counselor role playing scenarios, spending plans, budget worksheets, mind mapping program implementation, successful tracking methods, marketing strategies, best practices and open forum discussion.
  • Counselor’s Corner: A networking platform with hundreds of certified financial counselors from across 10 states. Counselors are able to share best practices, ask questions for strengthening their programs, along with facilitated Counselor Chats for continued development.

Each league will handle their own student registration process including setting your own course fees, invoicing students and book shipments through CUNA. Additionally, each league is responsible for administering and proctoring your own exam day. If you are opting for the live training, we will also need your requested in-person training date. Please provide at least two training date options at the conclusion of your program for the trainer to choose from.

View a sample of webinar
Contact us for information at [email protected].
Copyright 2024 by Louisiana Credit Union League